Client Operations Administrator (Part-time)

The Business Development team works in partnership with all areas of the business to deliver the growth objectives of the firm. Within this the Client Operations team are a specialist team dedicated to supporting our client-facing colleagues with onboarding clients, maintaining engagements and closing services down.

We have an exciting opportunity for a Client Operations Administrator to join us on a part-time basis in either of our Cheltenham, Birmingham or Bristol offices - ideally Cheltenham as most of the team are there or we have our Marketing and Business Development teams in Birmingham. This also offers hybrid working (home and office).

You will also be responsible for setting up new clients and ensuring Anti Money Laundering requirements have been met, as well as getting involved in a variety of Operational projects.

Ideally 25 hours per week however this is negotiable (20-25 hours per week).

A snapshot of your day:

• Process administrative tasks as assigned daily, such as drafting specifications of services, deadlines and remuneration with clients; drafting engagement documentation for clients and ensuring anti-money laundering is up to date;
• Carry out any client work, taking responsibility for internal client communication and ownership of tasks as appropriate. Ensure that internal client needs are fully understood and administered in line with documented procedures.
• Maintaining accurate records in accordance with internal guidelines and procedures, and ensure time is appropriately and accurately recorded against tasks on a daily basis on the system

We would love to hear from if you have:

• Previous administration, business / office support or financial services experience
• Financial services, Insurance, Professional Services or experience delivering operational excellence in a similar organisation is an advantage (not essential)
• Ability to communicate effectively with team members, management and other stakeholders
• Excellent organisational and multitasking abilities
• Task focused and able to prioritise
• Qualification in business, management, finance or a related field is a bonus but not essential at all

What’s in it for you:

• Competitive discretionary annual bonus and salary review
• Generous pension scheme (we contribute 8%)
• Funded training and professional development
• Core benefits including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading
• A comprehensive range of voluntary benefits to suit you including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to 50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts
• For a full list of benefits, please click here

Accessibility

We are a Disability Confident Employer. If you have a disability, learning difficulty, medical condition, or individual need, which you believe may affect your performance during our selection process, we’ll be happy to make adjustments to our processes to enable you a fair opportunity to showcase your skills. Please visit AbilityNet should you benefit from advice on making your device easier to use if you have a disability. Should you require information in a different format, have other accessibility or reasonable adjustment requirements or if you find any problems not listed on this page, please contact careers@barnett-waddingham.co.uk or call us on 0333 11 11 222.

Postal applications should be sent to: Resourcing & Talent Acquisition, Barnett Waddingham, St James's House, St James Square, Cheltenham, Gloucestershire, GL50 3PR

To find out more about us, please click here:

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We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to careers@barnett-waddingham.co.uk